New capabilities of asset manager will include central bank digital currency, blockchain and tokens.
Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
Uncertain regulation and a lack of historical data are issues that keep advisers on the sidelines when it comes to digital currencies.
Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.
The internet outages occurred after servers from content-delivery network Fastly Inc. went down, affecting Amazon, Twitter, PayPal, Spotify, Twitch and CNN, among others.
Personal Capital is the latest wealthtech to leverage star power to promote brand awareness via financial wellness marketing campaigns.
SEC slapped Emperor Investments with a $25,000 fine. The charges mark the third enforcement action brought by the SEC against digital advisers.
SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice.
More than a quarter of advisers indicated that they plan to increase their use or recommendation of cryptocurrencies over the next 12 months.
The robo-adviser raised $125 million in a February funding round, for a $1.4 billion valuation.
Investors are curious about crypto and meme stocks, but most advisers say that clients do not understand the volatility of these investments.
Acorns is the latest wealthtech company to go public via blank-check merger, following competitors like SoFi. Launched at the end of 2014, the fintech is a subscription-based automated investing and banking app.
The key is knowing how to select software that solves your problems while simultaneously improving both the functionality and the profitability of your firm.
Onramp Invest emerges from beta mode amid a rapidly evolving crypto marketplace that historically kept financial advisers on the sidelines.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers.
The payments processor plans to offer both types of accounts to the small businesses that use its app, according to hidden code in a recent update to its app.
If you take nothing else away from this article, hear this: People don’t care about your offer or your business — they care about themselves.
With just a few clicks, an adviser can submit a task on behalf of a client, something that would otherwise require extensive knowledge and time-consuming coordination between various operational teams.
Advisory firms are moving to adopt AI tools to achieve their growth objectives, but it’s not easy, partly because firms lack the data connectivity that’s needed for AI to operate efficiently.
With a new funding round and support from the asset management giant Vanguard, Altruist increases its potential to break up the RIA custodial oligopoly.
